Pantheon Macroeconomics

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23rd Feb 2026 18:31USDaily Monitor
  • February regional Fed surveys point to sluggish growth in activity and continued capex caution. 
  • Employment intentions are unchanged from 2025; wage expectations point to inflation returning to 2%.
  • The Conference Board survey’s labor market components point to further weakness ahead.

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Keywords for: 25 February 2026 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence